Follow-The-Filings

Security

Capital Southwest Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

3 owners 1 exit max 0.0% (Two Sigma Investments, LP)

owners 3
max % 0.0%
tracked value $30M
qoq A 2 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.03 pp 1,049,382 $23M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 204,548 $5M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 90,908 $2M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 13,784 $305 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue
Gross profit
Gross margin
Net income $33.09M $83.39M $70.55M $113M
Net margin

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets
Total non-current assets
Total assets $1.26B $1.56B $1.88B $2.18B
Total current liabilities
Total non-current liabilities
Total equity $590.41M $755.68M $883.63M $1.01B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations -$227.1M -$188.5M -$217.26M -$193.5M
Cash from investing -$281,000 -$13,000 -$1.67M -$286,000
Cash from financing $237.54M $199.2M $231.52M $178.36M
Net change in cash $10.15M $10.69M $12.6M -$15.43M

ownership over time

filing count by report period · click a bar for that quarter’s holders